See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,489 | $162,781-21.1% | $133,956-4.1% | $158,922-19.1% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 14.85% | 41.94%-27.1pp | 45.09%-30.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $8,781 | $4,975+76.5% | $3,919+124.1% | $4,761+84.4% |
| Participant deferral / active EE | $13,076 | $5,911+121.2% | $5,048+159.1% | $5,982+118.6% |
| Admin fee / account holder | $489 | $11,736-95.8% | $8,927-94.5% | $11,246-95.6% |